See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,590 | $148,978-9.7% | $200,582-32.9% | $84,808+58.7% |
| Participation rate | 51.9% | 84.2%-32.4pp | 86.9%-35.0pp | 68.3%-16.5pp |
| Annual return | 19.36% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,771 | $4,815-63.2% | $6,419-72.4% | $2,631-32.7% |
| Participant deferral / active EE | $4,967 | $7,142-30.5% | $9,331-46.8% | $4,212+17.9% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |